Product ledger in Rackbeat
The product card in Rackbeat provides an overview of all transactions related to the item. This guide explains the function and how to read it.
Table of Contents
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Find the ledger
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Overview
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Types of transactions on the product card
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Accessing the transaction from the product card
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Export of product card
Find the Ledger
The product ledger can be found in two ways.
- Via the three dots in the overview
Go to Items → Products/Bills of Materials. In the overview, hover over the three dots on the right-hand side and click Ledger: - Via Actions when the item is opened
Open the item, click Actions in the upper right corner, and then Ledger:
Overview
Types of transactions on the ledger:
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Order: The transaction number series. If transactions have been registered retroactively or in the future, you can follow the sequence here.
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Date: The date the transaction affects the inventory (Ledger date).
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Transaction: The type of transaction (Quantity adjustment, Value adjustment, Shipment, Receipt, Production Order, or Movement).
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Location: The name of the location the transaction affects.
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Quantity: The number of units involved in the transaction.
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Value per unit: The booked value per unit.
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Value: The total value of the transaction.
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Total quantity: The total quantity in stock at the time of the transaction.
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Total value: The total stock value of the item at the time of the transaction.
Accessing the transaction from the Ledger
All transactions on the product card are clickable (blue text). When you click, you’ll be taken to the corresponding entry in the system:
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Shipment, Receipt, and Production Order → opens the specific entry
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Adjustment and Movement → takes you to the general overview of the function (not the individual adjustment/transfer). From here, the transaction can be found by filtering on archived.
Export of the Ledger
It is possible to export product cards in Rackbeat through the Product Card report.
Go to:
Reporting → Ledger.
Apply the relevant filters and click Download sheet in the top right corner to export.
See also the guide for the report here:
Report: Ledger